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Core Tasks

  • Performs general clerical duties to support senior staff.
  • Issues application forms, policy documents, reminders, claims forms and other standard documentation.
  • Receives notice of changes to personal circumstances and updates files.
  • Transfers information from application forms and other documentation to computerised records.
  • Makes arrangements for financial advisers to visit clients and potential customers.
  • Checks forms completed by clients and contacts clients to obtain additional information or to clarify details.
  • Answers queries from clients and assists in interpreting and completing information requested on forms.

Skills

Understanding written sentences and paragraphs in work related documents.
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Understanding the implications of new information for both current and future problem-solving and decision-making.
Talking to others to convey information effectively.
Communicating effectively in writing as appropriate for the needs of the audience.
Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
Using mathematics to solve problems.
Using scientific rules and methods to solve problems.

Education Requirements

Level Percentage
Level 0 1.734905%
Level 1 1.89228%
Level 2 21.741703%
Level 3 37.066273%
Level 4-5 (Higher Education) 7.385305%
Level 6 (Bachelors) 27.312786%
Level 7 (Masters or equivalent) 2.866747%

Salary Levels

£34,246.57

Potential Salary

£18,576.00

Entry Level Salary

£23,353.57

Average Salary

9

Annual Openings

Knowledge

Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modelling, leadership technique, production methods, and coordination of people and resources.
Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.
Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labour relations and negotiation, and personnel information systems.
Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.
Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.
Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.
Knowledge of human behaviour and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioural and affective disorders.
Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.
Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.
Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.
Knowledge of machines and tools, including their designs, uses, repair, and maintenance.
Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.
Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.
Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counselling and guidance.
Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.
Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.
Knowledge of group behaviour and dynamics, societal trends and influences, human migrations, ethnicity, cultures and their history and origins.
Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.
Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.
Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.
Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.
Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub- atomic structures and processes.
Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.